112: How Technology is Accelerating & Democratising Private Markets – With Matt Brown, CEO & Founder of CAIS
Money Maze Podcast
Money Maze Podcast
4.8 • 216 Ratings
🗓️ 12 September 2023
⏱️ 44 minutes
🧾️ Download transcript
Summary
Matt discusses the size of the market opportunity, how technology is enabling this rapid transition, and helping solve the problem of unequal access to alternatives.
He talks about branding within this space, competition, regulation and how Mercers are providing core due diligence to introduce independence to the arena. The discussion then moves to how investors are re-appraising the traditional 60/40 allocation to bonds and stocks, to incorporate a wider portfolio including alternative investments.
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The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, and LiveTrade.
We’re also pleased to be highlighting & supporting GAIN as our 2023 Charitable Partner.
RELATED IN-PERSON EVENT: On 16th-18th October, CAIS will be hosting its second annual Alternative Investment Summit in Los Angeles, at the Beverly Hilton. The event will attract over 500 independent financial advisors, along with some of the biggest names across alternative asset management, including Apollo, Ares, Carlyle, Franklin Templeton, Partners Group.
Transcript
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| 0:00.0 | U.S. wealth management, meaning the amount of capital that financial advisors in America alone |
| 0:05.7 | advise on, is north of $40 trillion. By 2030, that's expected to be close to $60 trillion. |
| 0:14.6 | To put that in perspective globally, if you were to add up the 10 largest wealth countries, |
| 0:20.7 | excluding Japan, at which still be |
| 0:23.0 | smaller than the US. |
| 0:24.9 | Welcome to the Money Maze podcast. |
| 0:27.4 | I'm Simon Brewer and Will Campion and I have created this show to explore and unravel |
| 0:32.3 | some of the mysteries surrounding the investment business. |
| 0:35.2 | You can keep up to date by visiting Money Mazepodcast.com |
| 0:38.4 | and please sign up to our newsletter to ensure you won't miss a release. |
| 0:42.9 | If you enjoy this show, please subscribe and we'd love you to tell a friend or colleague about it. |
| 0:47.7 | Thank you for listening. |
| 0:49.4 | Before we start the episode, a quick note for our US listeners. |
| 0:53.6 | On the 16th to the 18th of October, |
| 0:55.8 | Case will be hosting its second annual Alternative Investment Summit in Los Angeles, California. |
| 1:01.5 | The event will attract over 500 independent financial advisors, along with some of the biggest |
| 1:07.2 | names across the alternative asset management industry, including Apollo, Ares, |
| 1:12.3 | Carlisle, Franklin Templeton, Partners Group. The conference will be taking place at the Beverly |
| 1:17.2 | Hilton in Beverly Hills. To find out more, tap the link in the episode description right here |
| 1:22.5 | in your preferred podcast app. In this series on private markets, we're exploring both sides of the equation. On one |
| 1:31.5 | side, there is the demand for alternative assets, and on the other, the supply of such |
| 1:36.0 | investments that encompass the universe of private equity, private debt, real estate, hedge funds, |
... |
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